FC
SCHZ icon

FCA Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

FCA Corp’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,196
Closed -$544K – 202
2021
Q4 		$544K Sell
20,196
-30,894
-60% -$835K 0.19% 117
2021
Q3 		$1.39M Buy
51,090
+146
+0.3% +$4K 0.42% 76
2021
Q2 		$1.39M Sell
50,944
-848
-2% -$23K 0.39% 78
2021
Q1 		$1.4M Buy
51,792
+412
+0.8% +$11.3K 0.41% 80
2020
Q4 		$1.44M Sell
51,380
-5,782
-10% -$162K 0.46% 73
2020
Q3 		$1.6M Sell
57,162
-96
-0.2% -$2.71K 0.55% 60
2020
Q2 		$1.61M Sell
57,258
-2,118
-4% -$58.9K 0.61% 57
2020
Q1 		$1.61M Buy
59,376
+680
+1% +$18.4K 0.71% 58
2019
Q4 		$1.57M Buy
58,696
+684
+1% +$18.3K 0.54% 69
2019
Q3 		$1.56M Buy
58,012
+4,060
+8% +$109K 0.58% 61
2019
Q2 		$1.43M Buy
53,952
+1,026
+2% +$26.7K 0.52% 69
2019
Q1 		$1.37M Buy
52,926
+722
+1% +$18.4K 0.53% 67
2018
Q4 		$1.32M Sell
52,204
-48,912
-48% -$1.22M 0.59% 60
2018
Q3 		$2.54M Buy
101,116
+344
+0.3% +$8.69K 0.97% 42
2018
Q2 		$2.55M Buy
100,772
+3,034
+3% +$76.7K 1.02% 41
2018
Q1 		$2.49M Sell
97,738
-2,414
-2% -$61.7K 1.02% 42
2017
Q4 		$2.61M Buy
100,152
+3,474
+4% +$90.6K 1.04% 43
2017
Q3 		$2.53M Buy
96,678
+10,806
+13% +$283K 1.05% 38
2017
Q2 		$2.24M Buy
85,872
+5,868
+7% +$153K 0.98% 43
2017
Q1 		$2.07M Buy
80,004
+4,462
+6% +$115K 0.98% 43
2016
Q4 		$1.95M Buy
75,542
+34,510
+84% +$902K 0.97% 47
2016
Q3 		$1.1M Buy
41,032
+5,128
+14% +$138K 0.57% 61
2016
Q2 		$964K Buy
35,904
+11,522
+47% +$305K 0.49% 65
2016
Q1 		$644K Sell
24,382
-1,292
-5% -$33.7K 0.34% 61
2015
Q4 		$661K Buy
25,674
+5,010
+24% +$130K 0.38% 60
2015
Q3 		$539K Buy
20,664
+3,374
+20% +$87.5K 0.31% 63
2015
Q2 		$447K Buy
17,290
+1,346
+8% +$35.2K 0.25% 67
2015
Q1 		$422K Buy
+15,944
New +$420K 0.23% 73

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

FCA Corp's SCHZ Position: Q1 2022 in Review

FCA Corp sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2022, closing a stake of 20,196 shares — an estimated $544K sold.

FCA Corp first reported a position in SCHZ in Q1 2015 and held it in 28 quarters. The position peaked at $2.61M in Q4 2017. 540 funds tracked by Wall St. Rank hold SCHZ as of Q1 2022.

  • FCA Corp reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • FCA Corp sold 20,196 Schwab US Aggregate Bond ETF shares in Q1 2022, an estimated $544K.
  • FCA Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and held it in 28 quarters.
  • FCA Corp's Schwab US Aggregate Bond ETF position peaked at $2.61M in Q4 2017.
  • 540 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2022.

Based on FCA Corp's 13F filing for Q1 2022, filed 13 May 2022.